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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,920 | $105,145-47.8% | $94,664-42.0% | $139,466-60.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.47% | 38.09%-16.6pp | 156.84%-135.4pp | 373.66%-352.2pp |
| Employer contribution / active EE | $5,584 | $4,107+36.0% | $3,673+52.0% | $4,754+17.5% |
| Participant deferral / active EE | $11,559 | $7,599+52.1% | $7,417+55.8% | $6,712+72.2% |
| Admin fee / account holder | $42 | $8,972-99.5% | $7,222-99.4% | $11,409-99.6% |